2017 Year-End Tax Planning Update

2017-11-27T16:45:07+00:00

As 2017 winds down, business owners may still benefit from several tax savings strategies. At HBK CPAs & Consultants, we want to ensure that our clients and colleagues are aware of the many opportunities still available and applicable even this late in the year.

Year-end planning for 2017 is complicated by impending changes to the tax code for 2018 and beyond. President Trump made tax reduction a centerpiece of his economic plans during his campaign by proposing lower and consolidated individual income tax rates, expanded tax breaks for families and the intent to repeal the Affordable Care Act. Those proposed changes are starting to take shape and may drastically alter current tax laws.

Download the update.
About the Author

Amy L. Dalen, JD is a Principal and Tax Advisory Group Chair at HBK CPAs & Consultants and provides support services for the CPAs in all HBK offices.

She is a member of the HBK Tax Advisory Group, specializing in estate, gift, trust, and individual taxation. As a member of the Tax Advisory Group, Ms. Dalen researches complicated tax issues, provides compliance reviews for tax returns and trust accountings, and analyzes and plans for the estates of high net worth individuals. She works closely with the other professionals of HBK, their clients, and the attorneys and other professionals that make up the client’s team of advisors.

Prior to joining HBK, she worked for a Top 100 accounting firm in Maine preparing and reviewing complicated tax returns, providing tax planning for high net worth individuals and their businesses, and researching complicated tax issues.

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